We are live on ! Find out more
DG icon

Dollar General

847 hedge funds and large institutions have $29.6B invested in Dollar General in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 336 increasing their positions, 291 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 54

16% more call options, than puts

Call options by funds: $338M | Put options by funds: $292M

15% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 291

9% more capital invested

Capital invested by funds: $27.3B → $29.6B (+$2.32B)

7% more funds holding

Funds holding: 792847 (+55)

1.08% less ownership

Funds ownership: 97.17%96.09% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 3224 (-8)

Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
18.33%
Holding in Top 10
24
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25%
% of All Funds
0.52%
New
113
Increased
336
Reduced
291
Closed
54
Calls
$338M
Puts
$292M
Net Calls
+$45.9M
Net Calls Change
+$168M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
701
Icon Wealth Partners
Texas
$113K +$111K +951 New
BCA
702
Berman Capital Advisors
Georgia
$112K +$7.79K +67 +8%
FFC
703
First Financial Corp
Indiana
$108K -$3.72K -32 -3%
LA
704
Legacy Advisors
Pennsylvania
$102K +$99.6K +856 New
RCAG
705
Rehmann Capital Advisory Group
Michigan
$102K +$4.77K +41 +5%
FPFS
706
First Personal Financial Services
North Carolina
$98K
GT
707
Glenmede Trust
Pennsylvania
$93.4K -$26.5M -227,708 -23%
FCB
708
First Command Bank
Texas
$93K +$20.5K +176 +29%
FCFS
709
First Command Financial Services
Texas
$93K +$20.5K +176 +29%
GLI
710
Guardian Life Insurance
New York
$90K
CFA
711
Carroll Financial Associates
North Carolina
$87K
WPA
712
West Paces Advisors
Georgia
$83.5K
WCM
713
WealthBridge Capital Management
Ohio
$82K +$233 +2 +0.3%
CFGS
714
Concourse Financial Group Securities
Alabama
$81K -$79.6K -684 -50%
MA
715
MUFG Americas
New York
$73K -$5.82K -50 -8%
PCIA
716
Prime Capital Investment Advisors
Kansas
$72K +$69.8K +600 New
CIAS
717
Capital Investment Advisory Services
North Carolina
$70K -$4.07K -35 -6%
ACA
718
Atlas Capital Advisors
Wyoming
$66.6K +$5.82K +50 +10%
OIA
719
Optimum Investment Advisors
Illinois
$64K +$23.3K +200 +59%
FHA
720
Flagship Harbor Advisors
Massachusetts
$64K +$40K +344 +177%
SBL
721
Sargent Bickham Lagudis
Colorado
$63K
VFA
722
Valeo Financial Advisors
Indiana
$62K -$99.3K -854 -62%
SQA
723
Simon Quick Advisors
New Jersey
$60K -$11.3K -97 -16%
SNT
724
Security National Trust
West Virginia
$60K
FMB
725
Field & Main Bank
Kentucky
$60K +$58.2K +500 New

DG Hedge Fund Activity: Q1 2019 in Review

847 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q1 2019, worth a combined $29.6B — up 8.5% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new DG positions and 54 closed out — a net gain of 59 holders — while 336 added to existing stakes and 291 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $282M. The largest seller was Longview Partners, cutting an estimated $478M.

  • 847 institutional investors held Dollar General (DG) as of Q1 2019, up from 792 in Q4 2018.
  • Funds reported $29.6B of Dollar General stock for Q1 2019, up 8.5% quarter-over-quarter.
  • 113 funds opened new Dollar General positions in Q1 2019 and 54 closed out, a net change of +59 holders.
  • The largest Dollar General buyer in Q1 2019 was Massachusetts Financial Services, an estimated $282M added.
  • The largest Dollar General seller in Q1 2019 was Longview Partners, an estimated $478M sold.

Based on aggregated 13F filings for Q1 2019.